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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
3101
Private Capital Management (Florida)
Florida
$223K +$307 +1 +0.1%
FF
3102
Francis Financial
$221K +$230K +750 New
FA
3103
Fountainhead AM
New Jersey
$221K -$72K -235 -24%
IF
3104
IRON Financial
Illinois
$221K -$3.37K -11 -1%
BRA
3105
Biechele Royce Advisors
Indiana
$221K +$230K +751 New
IAG
3106
Investment Advisory Group
Massachusetts
$221K – – –
APC
3107
Asset Planning Corporation
Tennessee
$220K – – –
MWA
3108
Mills Wealth Advisors
Texas
$220K +$1.23K +4 +0.5%
WFS
3109
Walker Financial Services
Kentucky
$220K – – –
MAWA
3110
Moss Adams Wealth Advisors
Washington
$219K -$14.1K -46 -6%
LI
3111
Lafayette Investments
Maryland
$219K – – –
LKIM
3112
Lawson Kroeker Investment Management
Nebraska
$219K +$227K +741 New
IWP
3113
IAG Wealth Partners
Wisconsin
$218K +$15.3K +50 +7%
TFO
3114
Tarbox Family Office
California
$218K -$613 -2 -0.3%
CA
3115
Cortland Associates
Missouri
$216K +$307 +1 +0.1%
TCM
3116
Tradewinds Capital Management
Washington
$216K +$26.7K +87 +13%
WWP
3117
Waypoint Wealth Partners
California
$216K -$23.6K -77 -10%
AFA
3118
Atlas Financial Advisors
California
$215K -$8.59K -28 -4%
BIA
3119
BHK Investment Advisors
Alabama
$215K +$224K +730 New
ARG
3120
Advisory Resource Group
Oklahoma
$215K -$18.4K -60 -8%
HFS
3121
Howard Financial Services
Texas
$215K +$15K +49 +7%
C1AG
3122
Client 1st Advisory Group
Florida
$214K -$3.37K -11 -1%
FEG
3123
Financial Enhancement Group
Indiana
$213K +$8.28K +27 +4%
FL
3124
Fort LP
Maryland
$213K -$124K -406 -36%
CMA
3125
Cedar Mountain Advisors
Oregon
$212K -$8.59K -28 -4%
123 124
125
126 127